Notícias

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

Memory stocks were the hottest trade of 2026 until they weren't. In the span of a few weeks, one of the market's best-performing sectors flipped into a bear market. Micron (MU), Samsung, and SK Hynix (SKHY) all fell more than 20% from their late-June highs, and the Roundhill Memory ETF went ...

Alphabet’s second-quarter free cash flow turned negative for the first time as the Google parent ramps AI spending, leaving Wall Street divided over whether the investment will pay off.

Investing.com -- Morgan Stanley initiated coverage of bitcoin miners turned AI infrastructure providers, arguing that companies with large, grid-connected power assets are well positioned to benefit from surging demand for AI data centers as hyperscalers race to secure electricity for compute expansion.

Charles Schwab just delivered one of its strongest quarters on record, and the stock still dropped. That disconnect caught Morgan Stanley's attention, prompting the firm to double down on its bullish stance. Schwab reported second-quarter adjusted earnings of $1.62 per share on record revenue of ...

The bank says existing grid connections give former mining sites a valuable speed advantage as AI developers compete for scarce power.

Crypto-linked equities traded lower in pre-market trading, with BitMine, Strategy, Circle, Coinbase, Robinhood and Block in the red.

(Bloomberg) -- Hedge funds’ most popular trade in the US bond market is showing signs of maxing out.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAlphabet’s $205 Billion Spending Target Fuels AI Cost FearsKnown as the basis trade, the strategy involves wagering on the small pr

The latest financial advisers league table ranks advisers by the value and volume of M&A deals on which they advised.

Houlihan Lokey led by deal volume in H1 2026, advising on 34 transactions across the TMT sector.

Morgan Stanley (MS) is back in focus after recent news highlighted upward revisions in earnings estimates and a track record of topping consensus earnings and revenue forecasts over the past four quarters. See our latest analysis for Morgan Stanley. At a share price of $218.50, Morgan Stanley has a 1 day share price return of 0.97%, a 90 day share price return of 15.82%, and a year to date share price return of 20.12%. The 1 year total shareholder return of 57.35% and 5 year total shareholder...

Wall Street banks are having their best run in over a decade, while Blackstone Inc. (NYSE:BX), heading into its second-quarter earnings today, has missed nearly all of it. Banks Pull Ahead of Private Capital Shares of the largest U.S. private capital groups have slumped more than 15% this year and over 20% in the past […]

Based on “shareholder yield,” which includes share buybacks, financials yield close to 5%, compared with less than 3% for REITs.

Bank of America CEO Brian Moynihan turned heads during a NewsNation debate, warning that sticky inflation may leave the Federal Reserve with no choice but to raise interest rates again later this year. Moynihan argued that pipeline costs, energy pressures, and persistent household expenses ...

(Bloomberg) -- Wall Street banks have started buying and selling an initial piece of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion, with the biggest private credit deal ever now being offered to a wider pool of investors.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegset

Financial stocks were lower in late Wednesday afternoon trading, with the NYSE Financial Index and t

Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

Eli Lilly's expanding GLP-1 portfolio and pipeline remain in focus as demand stays strong ahead of its second-quarter earnings results.

(Bloomberg) -- Galaxy Digital Inc. is planning to raise about $3.5 billion from a debut junk-bond sale to fund a data center tied to CoreWeave Inc., extending AI financing’s push into the riskier corners of the US credit market.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IP

Ten dividend stocks all hit their ex-dates in the same four-day stretch, but missing even one buy-by deadline locks you out of the payment entirely. The yields, payout coverage, and last-day-to-buy deadlines vary widely across these names.

Eli Lilly's GLP-1 portfolio, pipeline progress and 2026 acquisitions are driving growth despite pricing pressure and rising competition.

Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) fell 11.3% in the morning session after Morgan Stanley downgraded the company's stock rating from Equal Weight to Underweight. The Wall Street firm kept its price target at $9, implying significant downside from where the stock was trading. Analysts pointed to fundamental challenges in the vulnerability management sector caused by new artificial intelligence-focused competitors. Morgan Stanley noted that this segment was a less defens

The future looks bright for these companies, but that doesn't make them automatic buys right now.

Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.

Existing grid connections could make former mining campuses valuable AI infrastructure, especially when paired with onsite generation that bypasses years-long utility queues.

Zacks.com users have recently been watching Morgan Stanley (MS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Morgan Stanley’s upgrade of Global Payments (GPN) to Overweight has put the stock back in focus, as the broker pointed to execution, product feedback and capital returns as key positives. See our latest analysis for Global Payments. The recent Morgan Stanley upgrade coincides with a strong near term run, with Global Payments showing a 23.16% 1 month share price return and a 9.06% year to date share price return. However, the 5 year total shareholder return is down 54.75%, suggesting current...

Morgan Stanley recently upgraded Global Payments to Overweight, citing improving execution, stronger share repurchase capacity, and constructive feedback on its Genius and Worldpay payment platforms. The brokerage’s focus on Global Payments’ competitive positioning in integrated small-business solutions and enterprise processing highlights how product traction is shaping expectations for the company’s outlook. We’ll now examine how Morgan Stanley’s increased confidence in Global Payments’...

The wirehouse will now let some clients buy and sell various cryptocurrencies on its self-directed platform.

Morgan Stanley leads a $570 billion AI bond market boom as pension funds and insurers bankroll data centers in 2026.